Purchases and Sales Made in Q4 2024 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q4 2024. The information is specifically focused on institutions that hold shares of CHEVRON CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.69K+ 10.23% |
$239K - $275K
|
18.3K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.65K+ 3.51% |
$233K - $268K
|
48.6K
$7.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$229K - $263K
|
1.62K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.61K+ 22.19% |
$227K - $262K
|
8.86K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.61KNew |
$227K - $262K
|
1.61K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.59KNew |
$225K - $259K
|
1.59K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.59KNew |
$224K - $258K
|
1.59K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.58K+ 2.6% |
$223K - $257K
|
62.5K
$9.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.57K+ 3.21% |
$222K - $256K
|
50.5K
$7.87M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
1.56K+ 3.96% |
$220K - $254K
|
41K
$6.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.56K+ 89.91% |
$220K - $254K
|
3.3K
$513K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.54KNew |
$218K - $251K
|
1.54K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.53KNew |
$216K - $249K
|
1.53K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.53K+ 8.46% |
$216K - $249K
|
19.6K
$3.06M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.52K+ 11.28% |
$215K - $247K
|
15K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.51K+ 18.48% |
$213K - $246K
|
9.69K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 11.58% |
$209K - $241K
|
14.3K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.45K+ 6.12% |
$205K - $236K
|
25.2K
$3.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 0.48% |
$204K - $235K
|
300K
$46.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.44KNew |
$204K - $235K
|
1.44K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.41KNew |
$199K - $229K
|
1.41K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.4KNew |
$198K - $228K
|
1.4K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.4K+ 28.76% |
$197K - $227K
|
6.26K
$974K
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.4K+ 1.55% |
$197K - $227K
|
91.2K
$14.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.39K+ 55.61% |
$196K - $226K
|
3.9K
$606K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.39KNew |
$195K - $225K
|
1.39K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.35K+ 10.19% |
$190K - $219K
|
14.6K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.3K+ 20.23% |
$183K - $211K
|
7.7K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.3K+ 1.83% |
$183K - $210K
|
72.1K
$11.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.27K+ 5.19% |
$179K - $206K
|
25.7K
$4M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.26K+ 5.47% |
$178K - $205K
|
24.4K
$3.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.26K+ 5.1% |
$178K - $205K
|
25.9K
$4.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.21K+ 14.99% |
$171K - $197K
|
9.3K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
1.21K+ 7.79% |
$171K - $197K
|
16.7K
$2.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
1.21K+ 2.3% |
$170K - $196K
|
53.7K
$8.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.2K+ 27.36% |
$169K - $195K
|
5.59K
$869K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.16K+ 2.49% |
$164K - $189K
|
47.8K
$7.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
1.14K+ 11.22% |
$161K - $186K
|
11.3K
$1.76M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.09K+ 0.55% |
$154K - $177K
|
201K
$31.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.08K+ 16.71% |
$152K - $175K
|
7.51K
$1.17M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.07K+ 50.86% |
$150K - $173K
|
3.16K
$492K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.07K+ 3.52% |
$150K - $173K
|
31.3K
$4.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.06K+ 11.43% |
$150K - $173K
|
10.4K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 20.36% |
$150K - $173K
|
6.28K
$977K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.05K+ 4.39% |
$148K - $171K
|
25K
$3.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.03K+ 2.36% |
$145K - $167K
|
44.7K
$6.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.03K+ 1.38% |
$145K - $167K
|
75.5K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.03K+ 1.1% |
$145K - $167K
|
94.4K
$14.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 3.09% |
$145K - $167K
|
34.2K
$5.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
1.03K+ 39.03% |
$145K - $167K
|
3.65K
$568K
|